Cordatus Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-31,705
| Closed | -$647K | – | 172 |
|
|
2021
Q3 | $647K | Buy |
+31,705
| New | +$647K | 0.5% | 57 |
|
|
2021
Q1 | $1.41M | Buy |
61,843
+2,752
| +5% | +$62.9K | 0.54% | 77 |
|
|
2020
Q4 | $1.28M | Sell |
59,091
-97
| -0.2% | -$2.11K | 0.54% | 73 |
|
|
2020
Q3 | $1.28M | Buy |
59,188
+532
| +0.9% | +$11.5K | 0.61% | 64 |
|
|
2020
Q2 | $1.34M | Buy |
58,656
+478
| +0.8% | +$10.9K | 0.74% | 49 |
|
|
2020
Q1 | $1.28M | Sell |
58,178
-88,254
| -60% | -$1.94M | 0.92% | 43 |
|
|
2019
Q4 | $4.32M | Buy |
146,432
+76,084
| +108% | +$2.25M | 2.15% | 7 |
|
|
2019
Q3 | $2.01M | Buy |
70,348
+39,235
| +126% | +$1.12M | 1.05% | 34 |
|
|
2019
Q2 | $787K | Buy |
31,113
+979
| +3% | +$24.8K | 0.46% | 72 |
|
|
2019
Q1 | $714K | Buy |
30,134
+5,269
| +21% | +$125K | 0.39% | 81 |
|
|
2018
Q4 | $536K | Buy |
+24,865
| New | +$536K | 0.38% | 67 |
|